Expanding Chartered Financial Planner Lumin Wealth has acquired Berkshire-based £50m AUM Financial Planner Professional Financial Centre - PFC (Thames Valley).
The pace of merger and acquisition activity in the IFA market has increased with widespread consolidation under way, according to new research from respected pollsters Opinium.
Wealth manager and investment firm Titan Wealth has continued its acquisition trail with a deal to buy £535m AUM Jersey Financial Planning firm Advisa Wealth.
Expanding European life and pensions consolidator Chesnara has acquired Canada Life’s onshore bond arm.
Wealth manager and investment firm Titan Wealth has acquired Financial Planning rival Independent Wealth Planners (IWP).
National financial adviser firm Adviser Services Holdings Ltd (ASHL) has struck a deal to sell its LYNC Wealth Management arm to an affiliate of platform and wealth manager 7IM group.
The Financial Planning arm of national financial adviser One Four Nine Group has acquired Nottingham-based Castlegate Capital, a Chartered Financial Planning firm.
Investment platform and wealth manager 7IM has today struck a deal to acquire £2bn AUM MPS provider Rockhold Asset Management from national adviser firm ASHL.
Financial Planning-focused national adviser Foster Denovo has acquired East Midlands financial adviser firm 80Twenty.
Most of failed Sipp firm PSG SIPP Ltd (PSGS), has been sold to Alltrust Services Limited with one part, Unity SIPP, sold to London & Colonial.
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